HWA
HHM Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,018
| – | – | 0.03% | 185 |
|
|
2025
Q1 | $248K | Hold |
1,018
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $216K | Buy |
+1,018
| New | +$216K | 0.03% | 180 |
|
|
2024
Q1 | – | Sell |
-210
| Closed | -$39.8K | – | 763 |
|
|
2023
Q4 | $39.8K | Buy |
+210
| New | +$39.8K | 0.01% | 319 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.17K | – | 835 |
|
|
2023
Q1 | $1.17K | Hold |
7
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $1.16K | Buy |
+7
| New | +$1.16K | ﹤0.01% | 644 |
|